Senior Wealth Manager

Leah Yosef International; Michigan; On-site; USD 180,000 - 220,000; Full time

Job summary

A leading national RIA firm is seeking a Senior Wealth Manager to enhance their operations in Michigan. The ideal candidate will lead the growth of a $1.5B AUM region by advising ultra high net worth clients on comprehensive wealth management services. This position offers a compensation package exceeding $200,000 and the opportunity for partnership. The role requires sourcing leads from custodial networks and providing services in financial planning, estate planning, and asset management.

Qualifications

• Strong knowledge in tax and estate planning.
• Experience with ultra high net worth clientele.
• Proven track record in sourcing leads.

Responsibilities

• Lead the continued buildout of the AUM region.
• Advise clients on comprehensive wealth management.
• Source and close leads from custodial referral networks.

Skills

Wealth management expertise

Client relationship management

Financial planning

Job description

Cleveland, OH, Columbus, OH

1.5B AUM Midwest Region

Overview

Leading National RIA seeks Senior Wealth Manager in (Birmingham, MI, Ann Arbor, MI, Indianapolis, IN, Cleveland, OH, Columbus, OH, Cincinnati, OH) to lead the continued buildout of the 1.5B AUM region through sourcing and closing leads sourced from custodial referral networks.

Highlights

• Exponential 100m+ annual growth opportunities within the WAS and SAN networks
• Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
• Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
• $200,000+ compensation package including above market revenue based payouts and clear track to partnership